Trustees of the Smith College

Latest statistics and disclosures from Trustees of the Smith College's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VNQ, AGG, and represent 100.00% of Trustees of the Smith College's stock portfolio.
  • Added to shares of these 1 stock: VNQ.
  • Reduced shares in these 1 stock: AGG (-$10M).
  • Trustees of the Smith College was a net seller of stock by $-9.7M.
  • Trustees of the Smith College has $18M in assets under management (AUM), dropping by -29.33%.
  • Central Index Key (CIK): 0001904607

Tip: Access up to 7 years of quarterly data

Positions held by Trustees of the Smith College consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Trustees of the Smith College

Trustees of the Smith College holds 2 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 78.8 $14M +2% 147k 98.23
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 21.2 $3.9M -72% 38k 101.27
 View chart

Past Filings by Trustees of the Smith College

SEC 13F filings are viewable for Trustees of the Smith College going back to 2022